Forms of Giving

Gift Options
There are many ways to give:

Cash
Gifts of cash are the most popular type of charitable gift and may be made outright or through a pledge. Gifts of cash may be made by check and credit card, and are deductible in the calendar year in which given.

Gifts of Stock
Gifts of stock, in particular appreciated securities that have been owned for more than one year and have increased in value and are an excellent way to make a gift and gain substantial tax benefits. Donating appreciated securities provides a charitable tax deduction for the full value of the securities on the date gifted. In addition, if appreciated securities are used to make a bequest or to fund a charitable trust or other planned giving arrangement, a donor may realize substantial estate and gift tax benefits.

Before gifting stock, please contact Pamelia Storms-Barrett, Director of Institutional Advancement at 317.582.0120 extension 258.

For gifts of stock and stock transfers, please provide the following information to your broker:

Charles Schwab & Co., Inc.
1958 Summit Park Drive, Suite 400
Orlando, FL 32810-5938
Attention: Great Lakes
877-735-6345

DTC #0164, Code 40

FBO: Hamilton County Catholic High School Corp.
d.b.a. St. Theodore Guerin High School

Account #1214-9183

Matching Gifts
A matching gift is provided via a participating company that matches (sometimes up to four times) the amount of dollars given to Guerin Catholic High School by their employees and spouses. The company matches the gift only after the donor has sent his or her gift to Guerin Catholic along with the companies matching gift form. These forms can be obtained from the personnel offices of most companies. Check with your personnel office to find out what kind of gifts they match.

Uniform Bank
Guerin Catholic High School offers the "Uniform Bank" as a means for families to donate uniforms as well as provide uniforms for those in need. Please click here for more information.

Bequests
A gift through a person’s will is one of the easiest and most effective ways to provide support to Guerin Catholic High School without parting with assets during a person’s lifetime. Gifts to Guerin Catholic can take several forms: specific bequests of property, bequests of a stated dollar amount, bequests of a percentage of the estate, or bequests of the remainder of an estate.

Gifts Through Life Income Plans and Gift Annuities
There are a number of gift plans that allow a donor to Guerin Catholic High School to make a gift while providing income for themselves or others. These gift plans offer current income tax deductions, the opportunity to avoid capital-gains tax if appreciated property is used, and the possibility of reducing or eliminating gift and estate taxes. The income can be fixed or variable depending on the needs and desires of the donor.

Examples of life income gifts include:

1. § Charitable Remainder Unitrusts
2. § Charitable Remainder Annuity Trusts
3. § Charitable Gift Annuities
4. § Deferred Payment Gift Annuities

Real Estate
A gift of real estate can be an attractive way to make a substantial commitment to Guerin Catholic High School and to realize important tax and income benefits at the same time. You may be able to reduce significantly the amount of income, capital gain, and estate taxes you otherwise would have to pay. You also may be able to earn an income from your gift. Finally, the disposal of your property can relieve you of management worries.

There are many types of real estate which can be suitable for a gift to Guerin Catholic, including gifts of a personal residence, vacation home, farm or ranch, commercial property, building lot, agricultural land, and undeveloped or unimproved land.

Significant gifts should be thoroughly considered and, where appropriate, implemented with the counsel of a financial advisor.

These are some of the ways you can invest in forming Catholic leaders at Guerin Catholic High School. Our staff and volunteer committee members will be happy to discuss these and other ideas with you at the appropriate time.

As with all financial matters, contact your professional tax advisor to learn how this general information relates to your individual circumstances.